They already picked out a interconnect standard it is called 100 Gigabit Ethernet. They can interoperate with multiple different vendors using the sfp28 ports on the switch. I bet they are even working on new programmable hardware for a next gen 200 Gigabit Ethernet fabric with oxide controlling the entire stack from hardware to software
None, they won’t. But it would out Oxide into the strong negotiating position, and not at the mercy of NVIDIA.
NVIDIA has one primary weakness here: GPUs are NOT optimal hardware for training or inference. No competitor has the market reach to challenge them though. An open standard supported by high growth, breakout startup would change that though.